Bloomberg Intelligence

Goldman Sachs boosts CEO David Solomon's compensation. Nike's job cuts. Outlook for US commercial real estate. Preliminary release of Michigan consumer sentiment data. US housing starts data.

Bloomberg Intelligence analysts and experts discuss Deere's disappointing profit outlook and U.S retail sales. They also analyze the market, commercial real estate, and cognitive biases in financial decision-making. The podcast covers Cisco's business model, AI growth, and potential shift to Ethernet.

Mandeep Singh discusses Lyft's profit outlook and Uber's buyback plan. Brian Smoluch shares his outlook for the markets and current stock picks. Jennifer Bartashus talks about Kraft earnings.

Geetha Ranganathan discusses Paramount's job cuts, Ira Jersey analyzes hot U.S CPI data, Jeffrey Cleveland shares his outlook for the US economy, and Alan Armstrong talks about the natural gas industry's progress in emissions reduction and technology innovation.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Vincent Piazza, Bloomberg Intelligence Senior Energy Research Analyst, discusses Diamondback Energy agreeing to buy fellow Texas oil-and-gas producer Endeavor Energy Resources in a $26 billion cash-and-stock deal. EDO CEO Kevin Krim, joins to discuss ad and streaming results post-Superbowl. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets, and this week’s economic data. Jennifer Oppold, Founder and Portfolio Manager at Alpine Peaks Capital, joins to discuss overall positioning in the market and long stock positions.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Geetha Ranganathan recaps Disney earnings, Alison Williams discusses UBS earnings, Steve Man talks about Tesla layoff fears, Christopher Ciolino discusses Caterpillar earnings, Deborah Aitken discusses Estee Lauder workforce cuts, and Michael Halen talks about how the Mideast war is affecting McDonald's sales.

Bloomberg Intelligence podcast: Ira Jersey talks about economic data in the US and future Fed actions; Jennifer Bartashus discusses Super Bowl food sales; Jill Blanchard shares retail and consumer insights for the Super Bowl weekend

Ira Jersey discusses Fed policy and inflation, Geetha Ranganathan recaps Disney earnings, Barry Ritholtz talks about his interview with David Einhorn on ‘Masters in Business,’ and Dan Griffith shares his outlook for the markets. There is also a discussion on the Biden administration's pause on LNG export approvals.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses why Tesla staff are bracing for potential job cuts. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to discuss New York Community Bank, and how it’s said to be in talks to offload mortgage risk. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses ESPN's joint sports streaming venture, and previews Disney earnings. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, joins to discuss UBS earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses FAA Administrator Mike Whitaker’s Capitol Hill testimony. Wendy Benjaminson, Bloomberg Washington Senior Editor, discusses Trump being denied immunity in a DC election case. David Bahnsen, Chief Investment Officer at the Bahnsen Group, discusses his outlook for the markets. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets in 2024. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.